LIA
SJI

LS Investment Advisors’s South Jersey Industries, Inc. SJI Stock Holding History

LS Investment Advisors’s Portfolio SJI Stock Details SJI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,819
Closed -$70K – 1555
2020
Q2 		$70K Buy
2,819
+169
+6% +$4.46K ﹤0.01% 1089
2020
Q1 		$66K Hold
2,650
– – ﹤0.01% 1038
2019
Q4 		$87K Hold
2,650
– – ﹤0.01% 1153
2019
Q3 		$87K Hold
2,650
– – 0.01% 1123
2019
Q2 		$89K Sell
2,650
-83
-3% -$2.68K 0.01% 1120
2019
Q1 		$88K Buy
2,733
+242
+10% +$7.33K 0.01% 1121
2018
Q4 		$69K Buy
2,491
+74
+3% +$2.34K ﹤0.01% 1177
2018
Q3 		$85K Hold
2,417
– – ﹤0.01% 1174
2018
Q2 		$81K Buy
2,417
+84
+4% +$2.64K ﹤0.01% 1193
2018
Q1 		$66K Hold
2,333
– – ﹤0.01% 1221
2017
Q4 		$73K Sell
2,333
-2,800
-55% -$92.5K ﹤0.01% 1208
2017
Q3 		$177K Buy
5,133
+585
+13% +$20.3K 0.01% 971
2017
Q2 		$155K Hold
4,548
– – 0.01% 988
2017
Q1 		$162K Buy
4,548
+1,561
+52% +$52.4K 0.01% 938
2016
Q4 		$101K Buy
2,987
+137
+5% +$4.28K 0.01% 1038
2016
Q3 		$84K Hold
2,850
– – 0.01% 1053
2016
Q2 		$90K Buy
2,850
+462
+19% +$13.3K 0.01% 1026
2016
Q1 		$68K Buy
2,388
+203
+9% +$5.2K 0.01% 1031
2015
Q4 		$51K Hold
2,185
– – ﹤0.01% 1146
2015
Q3 		$55K Hold
2,185
– – ﹤0.01% 1099
2015
Q2 		$54K Buy
+2,185
New +$57.1K ﹤0.01% 1140

Other funds holding SJI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

LS Investment Advisors's SJI Position: Q3 2020 in Review

LS Investment Advisors sold out of South Jersey Industries, Inc. (SJI) in Q3 2020, closing a stake of 2,819 shares — an estimated $70K sold.

LS Investment Advisors first reported a position in SJI in Q2 2015 and held it in 21 quarters. The position peaked at $177K in Q3 2017. 213 funds tracked by Wall St. Rank hold SJI as of Q3 2020.

  • LS Investment Advisors reported no remaining South Jersey Industries, Inc. position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 2,819 South Jersey Industries, Inc. shares in Q3 2020, an estimated $70K.
  • LS Investment Advisors first reported a position in South Jersey Industries, Inc. in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's South Jersey Industries, Inc. position peaked at $177K in Q3 2017.
  • 213 funds tracked by Wall St. Rank held South Jersey Industries, Inc. as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.